Alphabet, Microsoft, and Meta announced higher capital expenditures as they invest in AI and data centers. Investors favored Alphabet for its strong cash flow coverage.
Cisco and NVIDIA unveil industry-first solutions for AI-ready data centers, including the N9100 series switch and Secure AI Factory enhancements, empowering enterprises, neocloud, and telecom customers with unmatched flexibility, performance, and security.
Nvidia CEO Jensen Huang announced that the company’s Blackwell AI chips are now in full production in Arizona, marking a major step in bringing semiconductor manufacturing back to U.S. soil.
Amazon is cutting about 14,000 corporate roles as part of a broader restructuring to streamline operations and accelerate investment in generative AI technologies.
Oracle has introduced an AI Agent Marketplace within its Fusion Applications suite, expanding AI Agent Studio and integrating top LLMs from OpenAI, Anthropic, and others to accelerate enterprise AI transformation.
OpenAI has announced a strategic partnership with Broadcom to design and deploy 10 gigawatts of custom AI accelerators, expanding its hardware ecosystem beyond Nvidia and AMD.
Google has unveiled Gemini Enterprise, a next-generation AI platform designed for business productivity and collaboration, positioning itself directly against Microsoft’s Copilot and OpenAI’s enterprise solutions in the race for workplace AI dominance.
Zendesk has introduced an autonomous support agent it claims can resolve up to 80% of support issues without human intervention, supported by a suite of copilot, voice, admin, and analytics agents.
Cisco has introduced its P200 networking chip and matching router, designed to connect AI data centers over long distances with greater power efficiency and data synchronization.
IBM has partnered with Anthropic to integrate Claude into its enterprise software suite, launching a new AI-first IDE designed to automate development with built-in governance and security.
OpenAI’s next version of its Sora video generator will default to including copyrighted content unless owners explicitly opt out – drawing criticism from media creators.
OpenAI and Databricks have forged a multiyear $100 million partnership to embed powerful AI agents into enterprise data platforms, enabling organizations to build agents using their own data.